Revenue segments as reported by the company.

Productivity & Business Processes

Intelligent Cloud

More Personal Computing

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Sales & Marketing

General & Administrative

Operating Expenses

Productivity and Business Processes Operating Income

Intelligent Cloud Operating Income

More Personal Computing Operating Income

Operating Income by Segment

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Microsoft

Skype is a telecommunications application software product that specializes in providing video chat and voice calls between computers, tablets, mobile devices, the Xbox One console, and smartwatches via the Internet and to regular telephones. Skype additionally provides instant messaging services. Users may transmit both text and video messages, and may exchange digital documents such as images, text, and video. Skype allows video conference calls.

Skype

GitHub is is a web-based hosting service for version control using Git. It is mostly used for computer code. It offers all of the distributed version control and source code management (SCM) functionality of Git as well as adding its own features. It provides access control and several collaboration features such as bug tracking, feature requests, task management, and wikis for every project. GitHub offers plans for both private repositories and free accounts which are commonly used to host open-source software projects. As of April 2017, GitHub reports having almost 20 million users and 57 million repositories, making it the largest host of source code in the world. On June 4, 2018, Microsoft announced its intent to acquire GitHub for US$7.5 billion

GitHub

Xbox is a video gaming brand created and owned by Microsoft. It represents a series of video game consoles developed by Microsoft, with three consoles released in the sixth, seventh and eighth generations respectively. The brand also represents applications, streaming services, and an online service by the name of Xbox Live. The brand was first introduced in the United States in November 2001, with the launch of the original Xbox console.

Xbox

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Microsoft reports robust Q1 2023 earnings, driven by Microsoft Cloud's performance

Microsoft's Q1 2023 showcased strong revenue growth, particularly in the Microsoft Cloud segment. The company's emphasis on AI, customer value, and operating leverage is driving positive results. While facing challenges related to workload optimization and potential AI regulation, Microsoft is well-positioned to capitalize on growth opportunities.

Microsoft reports solid Q2 earnings, focuses on AI innovation

Microsoft's Q2 performance reflects strong revenue growth, particularly in Microsoft Cloud, Azure, Teams, and security business, while facing challenges in the ad market and macroeconomic headwinds.
The company's strengths lie in innovation across various sectors, strong customer loyalty, and a strategic focus on AI integration for competitive advantage.
Opportunities include leveraging AI for innovation, optimizing workloads post-pandemic, and driving growth through value propositions and customer loyalty.

Microsoft reports robust Q3 earnings, eyes Azure growth opportunities

Microsoft's Q3 2023 earnings call showcased strong financial performance, driven by robust revenue growth, commercial bookings, and operating income across key segments.
The company's focus on Microsoft Cloud, Azure's growth, and innovative products like GitHub Copilot and Teams highlights its commitment to customer success and shareholder returns.
While facing challenges in workload optimization and pricing strategies, Microsoft has opportunities to capitalize on Azure's potential, drive innovation, and maximize long-term growth through strategic investments and product enhancements.

Microsoft excels in Q4 with strong cloud growth and operational efficiency

Microsoft's Q4 performance reflects strong revenue growth, operational efficiency, and strategic focus on cloud and AI. While facing challenges in optimizing cloud operations and transitioning gross margins, the company is well-positioned to leverage opportunities in Azure growth and new product demand. Microsoft's diversified revenue streams and leadership in cloud services underpin its resilience and growth potential.

Microsoft reports robust Q1 earnings, eyes AI and Azure growth

Microsoft's Q1 2024 earnings call showcased strong financial performance, driven by Azure, commercial segments, and cash flow generation. The company faces challenges in sustaining growth and margins amidst AI investments but has opportunities to capitalize on AI, Azure, and disciplined operations for future success.

Microsoft reports record Q2 earnings driven by cloud and AI growth

Microsoft's Q2 2024 earnings showcased robust financial performance across segments, driven by cloud and AI services.
The company demonstrated resilience in margin improvement despite significant AI investments, highlighting operational efficiency.
Strategic focus on continuous innovation and customer engagement positions Microsoft for sustained growth and market leadership.
Addressing challenges in infrastructure readiness and product adoption will be key to unlocking future opportunities and maintaining competitive edge.

Microsoft achieves record Q3 results, eyes sustained growth in FY '25

Microsoft's Q3 performance reflects robust revenue growth, operational efficiency, and strong financial health across all segments.
The company's strengths lie in Azure's growth, GitHub Copilot's success, and strategic investments in cloud and AI technologies.
Challenges include capacity issues in Azure, balancing core business growth, and adapting to the evolving IT landscape towards AI.
Opportunities abound in sustaining growth, expanding Azure's customer base, and leveraging Dynamics and LinkedIn for revenue growth.

Microsoft reports robust FY '24 earnings, eyes AI and Cloud growth

Microsoft's strong FY '24 performance driven by Cloud, AI, and gaming revenue, with a focus on security and shareholder returns
Challenges include capacity constraints and increased capital expenditures, but opportunities exist in AI and Cloud growth
Partnerships and innovation key to addressing challenges and driving future growth and scalability
Outlook for FY '25 positive with a focus on double-digit revenue growth and expanding gaming opportunities

Microsoft reports robust Q1 earnings, eyes AI innovation for growth

Microsoft's Q1 2025 performance reflects strong revenue growth, particularly in cloud services and commercial bookings.
The company's focus on AI innovation, cost efficiencies, and long-term investments positions it well for sustained growth.
Challenges include managing expenses, supply constraints, and balancing investments with revenue growth.
Opportunities in AI, cloud services, and commercial offerings present avenues for continued expansion and value creation.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Amazon

NVIDIA

Schwab clients bought Nvidia, Microsoft and Amazon even as markets melted in April after five months of gains. They sold Disney, PayPal and Exxon.

Schwab Investors Ran To Nvidia Stock, These Others For Shelter In Bumpy April

Apple

Dell Technologies

Other than tech stocks, investors also love dividends, as they can provide a nice buffer against drawdowns in other positions and a passive income stream.

3 Tech Stocks to Buy for Passive Income

Alphabet

Cloud computing stocks have outperformed the stock market for several years. The industry still has a good runway based on its projected 16.40% compounded annual growth rate until 2029, leaving undervalued cloud stocks to consider.

The 3 Most Undervalued Cloud Stocks to Buy in May 2024

Microsoft is reportedly working on a new, in-house artificial intelligence (AI) model that is “far larger” than the other open source models it has trained. The new model, MAI-1, is expected to have about 500 billion parameters, Seeking Alpha reported Monday (May 6), citing a paywalled article by The Information.

Report: Microsoft Working on ‘Far Larger' In-House AI Model

Advanced Micro Devices

Demand for Nvidia's GPUs has increased far faster than its supply, generating a massive windfall for the company. But its biggest customers may move to competing chipmakers or their own chip designs.

Forget Nvidia: Smart Money Is Selling It and Buying These 2 Roaring Artificial Intelligence (AI) Stocks Instead

Microsoft has been setting aside large cluster of servers equipped with Nvidia's graphic processing units along with large amounts of data to improve the model, according to the report.

Microsoft readies new AI model to compete with Google, ChatGPT owner OpenAI: report

Microsoft is training a new, in-house AI language model large enough to compete with those from Alphabet's Google and OpenAI, the Information reported on Monday.

Microsoft readies new AI model to compete with Google, OpenAI, The Information reports

Microsoft's AI-focused tools are helping boost productivity in the workplace, and the company is already monetizing those tools. The company's AI tools have started driving notable financial growth, as its latest results indicate.

1 No-Brainer Artificial Intelligence (AI) Stock to Buy Now and Hold Forever

Oracle

Cloud computing has solidified its position as the backbone of modern business operations. This begs the question: what is the best cloud computing stocks to buy?

Momentum Magnets: 3 Cloud Computing Stocks to Buy in 2024

Brookfield Renewable Partners

TCG BDC

High yield investments like REITs, BDCs, and Partnerships offer the potential for high returns to investors.

I'm Adding Up To 9% Yield To Boost Cash Flow

Johnson & Johnson

It is often said that trying to beat the stock market by perfecting the timing of each trade is far more trouble than it is worth and could lead to far worse results than making strong picks and just sticking with the shares, no matter the current and temporary trials and tribulations.

ChatGPT picks 3 stocks to buy and hold forever

Microsoft's $3 trillion market capitalization makes it the world's largest company. Artificial intelligence (AI) is a critical part of Microsoft's playbook, and it's already making a measurable financial impact on the company.

When You Look Back in 5 Years, You'll Wish You'd Bought This $3 Trillion Artificial Intelligence (AI) Stock

The tech market is booming, with countless stocks on the rise. Alphabet's stock is up 55% in the last year thanks to consistent revenue gains.

Better Tech Stock: Alphabet vs. Microsoft

Agree Realty

American Tower

Alexandria Real Estate Equities

Brookfield Asset Management

Brookfield Corp

Comcast

EastGroup Properties

Hannon Armstrong Sustainable Infrastructure Capital

InvenTrust Properties Corp

Mid-America Apartment Communities

Rexford Industrial Realty

Whirlpool

Essential Utilities

The stock market reacted to the Federal Reserve's decisions with initial optimism, then reverted to pessimism, and now seems back to optimism. Fed Chair Jay Powell does not expect inflation to return to the target of 2% in the next few months but believes it will come down later this year. There are weakening trends in small business, the labor market, and consumer finances that lead me to believe the economy is in the "late-cycle" phase.

Every Dividend Stock On My Buy List For May

Tesla

Buying one share of a company may not have a high financial impact, but it can be a good way to begin building a position in a new holding. However, buying one share of each of the "Magnificent Seven" stocks would grossly overweight Nvidia and underweight other companies, which may not be a good idea for most investors.

Should You Buy 1 Share of Each "Magnificent Seven" Stock?

Coupang

Druckenmiller's Nvidia strategy could reinforce beliefs about the stock's future. His Microsoft holding shows how an early belief in Satya Nadella delivered massive returns.

Billionaire Stanley Druckenmiller Has 39% of His Portfolio in These 3 Companies

With Microsoft‘s (NASDAQ: MSFT ) cloud services business Azure gaining market share and many of the tech giant's businesses benefiting greatly from the artificial intelligence (AI) boom and many businesses transitioning to the cloud, Microsoft stock remains very attractive. The company is also well-positioned to benefit from its forays into emerging markets and the very strong leadership of its CEO, Satya Nadella.

MSFT Analysis: Why Microsoft Stock Is a Must-Own for Investors in 2024

Netflix

The market has been pulling back for the past few weeks and that is the time to make your move. Having hit new highs earlier in the year, the Nasdaq has seen a pullback after the inflation report and the latest Fed meeting.

Stock Market Crash Alert: 7 Must-Buy Nasdaq Stocks When Prices Plunge

Microsoft's decision to ban police departments from using its Azure OpenAI Service for facial recognition reflects the technology industry's struggle to balance the promises and perils of artificial intelligence (AI). The move signals that Big Tech companies are increasingly enforcing guardrails around AI systems amid concerns about potential societal harms.

Microsoft's Facial-Recognition Ban Points to Growing Qualms Over Privacy

This the text of Microsoft CEO Satya Nadella's internal memo sent to employees Friday, May 3, about the company's new security initiatives, expanding on Microsoft Security leader Charlie Bell's public blog post on the topic.

Internal memo: Microsoft CEO Satya Nadella delivers a new mandate on security

Microsoft is changing its security practices, organizational structure, and executive compensation in an attempt to address a series of major security breaches, under growing pressure from government leaders and big customers.

Microsoft will base part of senior exec comp on security, add deputy CISOs to product groups

Tech stocks to watch in the stock market today.

2 Tech Stocks For Your May 2024 Watchlist

The Productivity and Business Processes segment offers: Office Exchange SharePoint Microsoft Teams Office 365 Security and Compliance Microsoft Viva Microsoft 365 Copilot Office consumer services, such as Microsoft 365 consumer subscriptions Office licensed on-premises and other Office services This segment also provides LinkedIn and dynamics business solutions, including Dynamics 365, a set of intelligent, cloud-based applications across ERP, CRM, power apps, and power automation, and on-premises ERP and CRM applications.

4 Magnificent 7 Stocks Also Pay Investors Very Dependable Dividends

Microsoft Cloud surpasses $35 billion in revenue.

What's Going on With Microsoft Stock?

Some investors wait for corrections and crashes before pouring their money into tech stocks to buy. While investors who wait this long can miss out on great opportunities, it's important to know which investments to monitor if the market ends up losing value.

News for Microsoft Stock (MSFT)